Gentlemen: Thank you for bringing this matter to our attention We do not take these matters lightly and here is our account of the events that took place: On December 2, 2015, a house call was made to client's home Many issues were discussed, to wit, preparing a general durable power of attorney, preparing a last will and testament, preparing a declaration of revocation of trusts (trusts), a request to review four (4) binders containing contracts, trust documents, incorporation documents, etc., preparing a management plan, exploring available options regarding his mortgage, and a referral to a tax accountantThe durable power of attorney, the last will and testament, and the declaration of revocation of trusts were all prepared and signed by our client On January 14, 2016, we sent our client a draft "six month management agreement" for he and his business partner's review and comment In discussing among other things, his many complicated trust issues, he was advised that extensive research regarding foreign corporations would be required, as some of his business affairs were conducted in Oregon, and we are not Oregon attorneysFurther, we made it clear that to accomplish his goals it would take time To resolve this matter, the firm will, together with a letter of termination of services, provide our client with the documents he signed, any and all original documents he provided for the firm's review (the four binders), and a refund of whatever monies are left in his IOLTA account after final billingLastly, we think it is important for you to know that [redacted] , the person that filed the complaint, is not our client Sincerely, Michael [redacted] C [redacted] CAIN AND HERREN, ALC
Gentlemen: Thank you for bringing this matter to our attention We do not take these matters lightly and here is our account of the events that took place: On December 2, 2015, a house call was made to client's home Many issues were discussed, to wit, preparing a general durable power of attorney, preparing a last will and testament, preparing a declaration of revocation of trusts (trusts), a request to review four (4) binders containing contracts, trust documents, incorporation documents, etc., preparing a management plan, exploring available options regarding his mortgage, and a referral to a tax accountantThe durable power of attorney, the last will and testament, and the declaration of revocation of trusts were all prepared and signed by our client On January 14, 2016, we sent our client a draft "six month management agreement" for he and his business partner's review and comment In discussing among other things, his many complicated trust issues, he was advised that extensive research regarding foreign corporations would be required, as some of his business affairs were conducted in Oregon, and we are not Oregon attorneysFurther, we made it clear that to accomplish his goals it would take time To resolve this matter, the firm will, together with a letter of termination of services, provide our client with the documents he signed, any and all original documents he provided for the firm's review (the four binders), and a refund of whatever monies are left in his IOLTA account after final billingLastly, we think it is important for you to know that [redacted] , the person that filed the complaint, is not our client Sincerely, Michael [redacted] C [redacted] CAIN AND HERREN, ALC